Institutional Ownership First Tr ETF Iii Enhanced Shor (FUMB)
This table provides information about the institutional ownership of First Tr ETF Iii Enhanced Shor (FUMB). We have compiled data on the 95 institutions that hold shares in the stock, with a total of 7.06 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
57,029
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
May 13, 2025 Q1 2025 |
52,019
shares
|
$1.05 Million
0.34% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
50,964
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.16%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
50,000
shares
|
$1.01 Million
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
48,901
shares
|
$982,910
0.04% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,694
shares
|
$978,749
0.0% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
45,500
shares
|
$914,550
0.24% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
41,611
shares
|
$836,381
0.01% of portfolio
|
Q3 2024
Added 17.16%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
39,255
shares
|
$789,025
0.02% of portfolio
|
Q1 2025
Added 12.18%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
38,925
shares
|
$782,392
0.22% of portfolio
|
Q1 2025
Added 25.87%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
38,400
shares
|
$771,840
0.03% of portfolio
|
Q4 2024
Added 18.26%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
33,784
shares
|
$679,058
0.08% of portfolio
|
Q1 2025
Reduced 16.32%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
33,495
shares
|
$673,249
0.16% of portfolio
|
Q4 2022
Added 22.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
32,898
shares
|
$661,249
0.0% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
31,426
shares
|
$631,662
0.04% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
30,245
shares
|
$607,924
0.0% of portfolio
|
Q4 2024
Added 22.45%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
29,000
shares
|
$582,900
0.03% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
27,312
shares
|
$548,971
0.05% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
24,418
shares
|
$490,801
0.0% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
23,748
shares
|
$477,334
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
22,742
shares
|
$457,114
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
20,453
shares
|
$411,105
0.01% of portfolio
|
Q1 2025
Added 34.27%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
18,700
shares
|
$375,870
0.06% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
18,685
shares
|
$375,568
0.01% of portfolio
|
Q1 2025
Added 38.78%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
18,677
shares
|
$375,407
0.01% of portfolio
|
Q4 2023
Reduced 6.51%
|